Daily filing brief

10 Important BSE and NSE Announcements — 10 August 2026

Here are 10 notable company announcements from 10 August 2026. The brief brings the key developments together in one place and keeps the essential details easy to scan.

By Daily BrieferPublished

  1. CMI Limited

    CMI Limited enters CIRP; board powers suspended and CFO absent

    Reply to Clarification- Financial results

    Governance / Compliance

    • CMI Limited is undergoing CIRP; Board powers suspended; CFO is currently absent.
    • Statement of Audit Impact signed by a Suspended Director with authorization; countersigned by Resolution Professional and Auditor.
    Read the primary exchange filing

  2. CESC Ltd

    CESC's Purvah Green Power to acquire 1.4 GWp operating solar portfolio for INR 4,859 crore

    Acquisition

    Deal snapshot

    • Target entities: six ReNew renewables firms totaling 1,411.48 MWp (1.4 GWp) in India.
    • Acquisition of 100% stake; no related-party interests.
    • Enterprise value INR 4,859 crore; closing cash INR 1,582 crore; contingent payment up to INR 230 crore.
    • Cash closing includes INR 589 crore to sellers and INR 993 crore promoter debt infusion.
    • Completion targeted before 31 October 2026; post-closing adjustments per SPA.
    • Regulatory approvals: none required.
    • Post-completion, target entities become step-down subsidiaries of CESC Limited.
    • Industry: Renewable energy; targets generate and develop power projects.
    • Aggregate turnover FY24-25 across targets around INR 253.5 crore.
    • Targets incorporated in India between 2013 and 2021.
    • Post-acquisition, Purvah Green Power accelerates pan-India renewables footprint.
    • Post-close capacity: over 4.8 GWp total; 1.8 GWp operational, 3 GWp contracted.
    • Battery capacity tied-up at 2.2 GWh.
    • Target entities’ business: generation and supply of renewable power and project development.
    Read the primary exchange filing

  3. Vodafone Idea Ltd

    Vodafone Idea approves Q1 FY27 unaudited consolidated and standalone results; going concern maintained despite losses.

    Outcome of Board Meeting

    Financial results and approvals

    • Board approved unaudited consolidated and standalone Q1 FY27 results for quarter ended 30 June 2026.
    • Consolidated revenue from operations Rs 11,689 Cr; EBITDA Rs 5,034 Cr; PAT Rs (3,754) Cr.
    • Standalone revenue from operations Rs 11,539 Cr; PAT Rs (3,712) Cr for the quarter.
    • Group net worth negative Rs 38,327 Cr consolidated and Rs 37,890 Cr standalone as of 30 June 2026.
    • Group debt: consolidated bank and other debt Rs 3,708 Cr; installments due by June 2027 Rs 211 Cr.
    • Deferred payment obligations: Spectrum Rs 130,299 Cr; AGR Rs 25,759 Cr.
    • Installments due by June 2027 Rs 9,259 Cr.
    • Going concern: management expects operational cash flow to meet spectrum and AGR obligations.
    • Exceptional items: Rs 1,611 Cr in June 2026 quarter; includes AGR deferral and Labour Code impacts.
    • Regulatory matter: DOT demands revised; company challenged at TDSAT; provided Rs 205 Cr as partial charge.
    • Auditor remarks: Independent Review concluded no material misstatement; reviews are not audits.
    • Results include both consolidated and standalone; press release attached.
    Read the primary exchange filing

  4. Apollo Micro Systems Ltd

    Apollo Micro Systems: Q1 FY27 hits record standalone revenue; 40–45% CAGR guidance; strong order book amid Premier acquisition and MIGM/QRSAM traction

    Earnings Call Transcript

    Financial Performance

    • Consolidated Q1 FY27 revenue INR251 crores, up 88% YoY from INR134 crores.
    • Consolidated EBITDA (excluding other income) INR54 crores.
    • Consolidated PAT INR25 crores, up 43% YoY from INR18 crores.
    • Standalone Q1 FY27 revenue INR156 crores, up 17% YoY from INR134 crores.
    • Standalone PAT INR28 crores; standalone PAT margin 18%.
    • Standalone order book INR1,224 crores; consolidated INR1,704 crores including Ideal Explosives INR480 crores.
    • Last year revenue INR764 crores; R&D INR72.53 crores; ~9.5% of revenue on R&D.

    Projects and Capex

    • Unit III facility to start production before March 2027; capacity ramp planned thereafter.
    • QRSAM: BEL to take order; value around INR11,000–12,000 crores; first phase 1,000 missiles.
    • MIGM: program budget around INR3,500 crores; Apollo expected ~70% order share.
    • Premier Explosives acquisition: 41% open offer; funding ~INR2,500–2,600 crores; total ~INR3,300 crores.
    • Ideal transformation: loss-making; 3–4 quarters to EBITDA/PAT positive; margins to improve with volume growth.
    • Moored mine: combat trials completed; orders expected next financial year; limpet mine orders expected Q4.
    • IPREC/SDD Make-II: IPREC conversion system; SDD delivered to Indian Navy; PSO completion ~18 months.

    Guidance and Outlook

    • Revenue growth guidance remaining at 40%–45% CAGR on consolidated and standalone bases.
    • Export opportunities: direct orders possible; nil current export revenue; approvals required per product/country.
    • Promoter pledge to zero within about 1 year; target by Q1 FY28.
    • QRSAM and MIGM execution to start next financial year; ramp through FY28.
    • Unit 3 commissioning expected to unlock further export opportunities.

    Q&A Highlights

    • QRSAM/BEL order: ~INR11,000–12,000 crores; 1,000 missiles; Apollo handles guidance and actuation subsystems.
    • Premier integration: acquisition boosts in-house production; not merged with Ideal for now; future updates planned.
    • Ideal turnaround: 3–4 quarters to reach EBITDA/PAT positive; volumes to rise post-Coal India.
    • Export strategy: direct opportunities; regulatory approvals needed; TAM guidance expected December quarter.
    • Fundraising and integration: regulator timelines; potential further acquisitions; investors to be updated.

    Risks and Watchpoints

    • Exports require ministry approvals; approvals per product and country can affect timing.
    • Large orders and cross-company integration pose execution and integration risks.
    • Unit 3 commissioning timing crucial for export ramp and capacity utilization.
    Read the primary exchange filing

  5. Blue Cloud Softech Solutions Ltd

    Blue Cloud USA signs USD 150 million SOW with SpaceX International for AI infrastructure and data centre solutions

    Press Release / Media Release

    SpaceX SOW details

    • BCSSL-USA executed SOW with SpaceX International Ltd, MY for USD 150 million over 18 months.
    • SOW No.1 under Master Services Agreement dated July 9, 2026.
    • Engagement covers AI infrastructure, cybersecurity, telecommunications and data centre solutions.
    • Minimum commitment of USD 150 million across five phases and six quarterly periods.
    • Segment allocations: AI Infra USD 70m; Cybersecurity USD 25m; Telecommunications USD 25m; Data Centre USD 30m.
    • Deliverables include GPU/accelerator cluster, SIEM/SOAR, NOC connectivity, and disaster-recovery capability.
    • Five phases span six quarters, starting with assessment and design.
    • The engagement aims to build a sovereign-grade AI compute and data-centre platform.

    FY26 financial highlights

    • Consolidated FY26 revenue was ₹1,002 crore, up 26% year-on-year.
    • EBITDA stood at ₹126.13 crore, up 78% YoY.
    • Profit after tax reached ₹60.50 crore, up 37% YoY.
    • SOW issued under Master Services Agreement dated July 9, 2026.

    Operational context

    • US operations anchored through Blue Cloud Softech Solutions Ltd - USA.
    • Engagement expands BCSSL's AI infrastructure capabilities for global clients.
    Read the primary exchange filing

  6. Bajel Projects Ltd

    Bajel Projects secures two POWERGRID EPC orders under WR-ER scheme (₹400 Cr+ and ₹300 Cr+)

    Press Release / Media Release

    Orders secured

    • Two EPC orders from POWERGRID under WR-ER Inter-Regional Network Expansion Scheme.
    • TL06: 400kV D/C line, Jamshedpur to Ranchi, LILO with PPSP.
    • TL02: 765kV D/C line, Raigarh–Tamnar to Jamshedpur, Part-II.
    • Total order value: INR 400 Cr+ and INR 300 Cr+.
    • Projects enhance WR-ER inter-regional power evacuation.
    • Management notes these are among Bajel's largest transmission-line wins.
    • Execution capability across 400kV and 765kV systems.
    Read the primary exchange filing

  7. G R Infraprojects Ltd

    GR Infraprojects Q1 FY27: Revenue grows; margins steady; order book at INR 25,300 crore; guidance reaffirmed.

    Earnings Call Transcript

    Financial Performance

    • Q1 FY27 standalone revenue INR 2,423 crore; up 32.71% YoY.
    • Consolidated revenue INR 2,784 crore; up 40% YoY.
    • Standalone EBITDA margin 11.01%; YoY decline from 12.17%.
    • Group EBITDA margin 16.8% vs 20% YoY.
    • Standalone PAT INR 203.63 crore; consolidated PAT INR 358 crore; includes INR 46 crore exceptional gain.
    • Standalone net worth INR 9,074 crore; consolidated net worth INR 9,750 crore.
    • Standalone borrowings INR 239 crore; debt-equity 0.03x; consolidated borrowings INR 5,286 crore; 0.55x.
    • Working capital days 148; trade receivables standalone INR 2,655 crore; unbilled revenue 938 crore.

    Order Book and Pipeline

    • Order book stands at INR 25,300 crore as of 1 July 2026.
    • Bids worth INR 32,000 crore yet to be opened.
    • Appointed date for three projects totaling INR 7,250 crore awaits.
    • PCOD received for Amritsar Bathinda and Yamuna Bridge projects.
    • Growth strategy includes metro, power, logistics and storage sectors.

    Guidance and Outlook

    • FY27 standalone revenue growth guidance around 15-20%.
    • FY28 growth around 20% depending on order inflows.
    • Margin guidance 10-11%; macro factors may cause slight variation.
    • Order inflows guidance around INR 20,000-22,000 crore; +/-10%.
    • Road sector inbound orders targeted around INR 14,000 crore; BOT/HAM mix; capacity 15,000-18,000

    Balance Sheet and Liquidity

    • Standalone net worth INR 9,074 crore; consolidated net worth INR 9,750 crore.
    • Standalone borrowings INR 239 crore; debt-equity 0.03x.
    • Consolidated borrowings INR 5,286 crore; debt-equity 0.55x.
    • Fixed-asset additions INR 22 crore; net block INR 1,019 crore.
    • Investments in subsidiaries; HAM/BoT equity INR 3,346 crore; expects INR 900-1,000 crore this year.

    Projects and Capex

    • Capex guidance: current year ~INR 300 crore; next year INR 200-250 crore.
    • Agra-Gwalior HAM: appointed date targeted Oct-Nov; other HAMs in December.
    • BharatNet: FY27 revenue around INR 400 crore; O&M around INR 400 crore; total ~INR 1,000 crore.
    • BharatNet ROW delays; O&M started; capex to begin in second half.
    • Warehousing capex deployment ~INR 130 crore; FY27 plan ~INR 450-500 crore.

    Q&A Highlights

    • O&G quarterly revenue INR 270 crore; full-year target ~INR 1,000 crore.
    • T&D quarterly revenue ~INR 110 crore; three sectors contribute in Q1.
    • Hydrogen Rail program not pursued; company not exploring that sector.
    • Order inflows target around INR 20,000-22,000 crore; +/-10%.
    • InvIT distributions ~INR 70 crore this quarter; 3-4 assets to InvIT this year.
    Read the primary exchange filing

  8. UNO Minda Ltd-$

    Uno Minda Q1 FY27: Revenue at INR 5,557 crore; EBITDA 10.3%; seating capex could generate >2x revenue.

    Earnings Call Transcript

    Financial Performance

    • Consolidated revenue for Q1 FY27: INR 5,557 crore, up 26% YoY.
    • EBITDA excluding exceptional income: INR 572 crore, margin 10.3%.
    • PAT to shareholders: INR 296 crore, up 24% YoY.
    • Depreciation: INR 177 crore, up 17 crore due to new facilities.
    • Finance costs: INR 46 crore, up 2 crore.
    • Associates and JVs profit: INR 48 crore, stable year-on-year.
    • Margin headwinds from commodity, gas, and wage inflation; offset by efficiencies.
    • EBITDA margin guidance: 11% +/- 50 bps with bias to higher end.

    Segment Highlights

    • Switches revenue: INR 1,335 crore, up 20%.
    • Lighting revenue: INR 1,153 crore, up 14%.
    • Casting revenue: INR 1,090 crore, up 32%.
    • Seating revenue: INR 408 crore, up 28%.
    • Green mobility revenue: INR 542 crore, up 78%.
    • Other verticals: INR 1,029 crore, up 21%.
    • International revenue ~10% of total; exports from India INR 228 crore vs 141.

    Capex and Projects

    • Four-wheel seating capex of INR 3.2 billion; can generate revenue more than 2x.
    • Export orders have a two-year cycle; impact from end FY28, majority in FY29.
    • Kharkhoda 2-wheeler lighting consolidation to start in H2 FY27.
    • Mindarika to Farrukhnagar plant transition; enables larger capacity.
    • Indonesia 4-wheel lighting plant SOP expected in Q2 FY28.
    • Sunroof facility – commissioning by end FY27; sunroof order book > INR 500 crores.
    • Inovance JV: Press Note 3 approved; China approvals pending.

    Outlook and Guidance

    • Seating capex could unlock more than 2x revenue; additional capex possible.
    • Export share to rise as domestic growth remains robust.
    • Commodity-driven margin pressure to be mitigated by automation and price actions.

    Q&A Highlights

    • Seating segment: large opportunity; kit value per car around INR 30,000–40,000.
    • Seating models: first nomination; second model in discussion; launch timing uncertain.
    • Green mobility ramp-up: volumes not disclosed; focus on meeting demand.
    • Exports growth: domestic expansion strong; exports to grow to maintain market share.
    • China JV: no restrictions on e-axle today; approvals pending in host country.
    • Casting depreciation: Q-o-Q drop due to WDV method in capital-intensive casting.

    Risks and Watchpoints

    • Inovance/China regulatory changes; host-country approvals pending for JV.
    • E-axle import restrictions remain uncertain; current stance is permissive.
    • Margin normalization risk from commodity volatility and wage inflation.
    • Export reliance and cyclicality warrant monitoring.
    Read the primary exchange filing

  9. Websol Energy System Ltd

    Websol Energy Q1FY27 revenue up 70% to Rs 372.60 crore; debt prepayment and TOPCon upgrade underway

    Press Release / Media Release

    Financial highlights

    • Revenue from operations Rs 372.60 crore in Q1FY27, up 70% YoY.
    • EBITDA Rs 125.58 crore; margin 34%.
    • PAT Rs 77.79 crore; margin 21%.
    • Basic EPS Rs 1.79; Diluted Rs 1.79.
    • Cell production 259 MW; module production 103 MW; utilizations 92% and 81%.
    • Order book Rs 1,278 crore as of 30 June 2026.

    Debt prepayment & promoter pledge

    • Prepaid entire IREDA term loan of Rs 110 crore on 4 August 2026 via internal accruals.
    • No fresh capital raise; growth plans unchanged.
    • Collateral securities including promoter shares to be released; promoter pledge reduced from 80% to 16%.

    TOPCon upgrade & capacity plan

    • Upgrading Mono PERC line to TOPCon; completion expected by March 2027.
    • TOPCon cell capacity 750 MW; total cell capacity 1,350 MW.
    • TOPCon ~55% of total cell capacity after upgrade.
    • Plan to expand to 4 GW solar cell capacity in two phases.

    Operational capacity & facility

    • Falta SEZ facility, West Bengal; current cell capacity 1,200 MW; module capacity 550 MW.
    • Wafers up to 210 mm; facility designed for high energy output.
    Read the primary exchange filing

  10. Vintage Coffee And Beverages Ltd

    Vintage Coffee and Beverages Q1 FY27: Strong start; capacity expansion underway; freeze-dried plans in progress

    Earnings Call Transcript

    Financial Performance

    • Q1 FY27 revenue INR161 crores, up 58.4% YoY from INR101.6 crores.
    • EBITDA INR31.6 crores, up from INR18 crores YoY.
    • PAT INR20.8 crores, up 46.1% YoY from INR14.2 crores.
    • PAT margin 12.9% in Q1 FY27.
    • Incremental capacity of 4,500 MT fully utilized in Q1 FY27.
    • Total installed capacity 11,000 MT after FY26 expansion.
    • NCLT approved amalgamation of Vintage Coffee Private Limited and Delecto Foods Private Limited; effective July 21, 2026.
    • Q1 volume: 1,856 MT sold; production 2,402 MT; EBITDA per kg 157.

    Capacity Expansion and Run-rate

    • Commissioned 2,000 MT in January 2025; expanded to 11,000 MT by end FY26.
    • Freeze-dried coffee added 5,500 MT, taking total to 16,500 MT.
    • Trial for freeze-dried expected to complete by June; production to start in the second quarter.
    • Freeze-dried capacity LOIs cover ~70%–80% of installed capacity.
    • Packaging: 5,000 MT capacity; mix 45% bulk, 55% consumer packs.

    Capex and Projects

    • FDC capex INR 550 crores; INR 114 crores spent to date; Q1 spend INR 25 crores.
    • Delecto Foods Private Limited capacity 2,000 MT; revenue INR 42–45 crores; profitable.
    • 5,500 MT FDC expansion linked to land in Telangana; initial construction underway.

    Market Dynamics and Mix

    • Customer retention reported around 98%.
    • Export geography mix: West Africa 30%, Russia & CIS 22%, Southeast Asia 20%, Europe 10%, Central America 15%, India 5%.
    • LD/visibility: annual volume commitments from customers; LOIs for freeze-dried volumes.

    Guidance and Outlook

    • FY27 revenue guidance INR 850–900 crores.
    • FY28: 60–65% utilization for 5,500 MT FDC; 8–9 months; 2,400 MT FDC addition.
    • Consolidated EBITDA margins targeted around 23–24% in next 2 years.
    • FY27 operating cash flow expected to be positive; working-capital days around 120–125.

    Q&A Highlights

    • Volumetric visibility: freeze-dried LOIs indicate 70%–80% commitments.
    • Press release to include Q1 volume and EBITDA per kg (1,856 MT and 157).
    • US/Europe targets under freeze-dried via LOIs; new customers added for FD as well.
    • Debt: Phase 1 FDC peak around INR 450 crores; Phase 2 funded by incremental cash flow if possible; no further equity dilution planned.
    Read the primary exchange filing